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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,331 | $157,296+57.9% | $141,191+75.9% | $152,897+62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.89% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $18,342 | $5,262+248.6% | $4,736+287.3% | $4,764+285.0% |
| Participant deferral / active EE | $9,653 | $7,111+35.8% | $6,710+43.9% | $5,851+65.0% |
| Admin fee / account holder | $219 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |